This role involves developing and maintaining a comprehensive Benefits Realisation Framework and Value Management Strategy, including policies and procedures that guide how benefits are identified, tracked, and achieved. The specialist ensures that business cases include detailed Value Maps, success criteria, and risk mitigation plans, and collaborates with business and finance stakeholders to define metrics and data sources.
They oversee the full investment lifecycle, ensuring benefits are monitored, reviewed, and adjusted as needed, and that value owners are accountable and engaged. By integrating benefits management into performance measurement and strategic planning, the role supports value-driven decision-making and portfolio optimization, ultimately enhancing the organization's ability to deliver on its strategic objectives
Frameworks and Governance
- Developing a Benefits Framework: Creating a structured approach for identifying, categorising, and measuring benefits.
- Define, manage and update the Value Map of the organisation against investment/ project outcomes, profiles, interdependencies and realization plans
- Define the Benefits (Value) Realisation policies and procedures for the organization
- Ensure signed off business cases outline the Value Map illustrating the project potential to deliver value, execution plan intended to minimise risk to benefits and a sustainable plan to consistently deliver value
- Support strategic business change(s) within the organisation by developing working practices which link benefits management into efficiency planning, performance measurement and ‘value for money’ delivery ensuring benefit led project prioritization
- Embedding Benefits in Governance: Ensuring benefits management is integrated into project and programme governance structures
- Benefits Planning: Creating benefits realisation plans that outline how and when benefits will be delivered, including dependencies and risks.
Agile & AI
- Apply Agile principles at the portfolio level to align benefits realization with strategic outcomes across multiple delivery streams
- Support cross-portfolio planning and cadence-based reviews to continuously validate and optimize value delivery
- Leverage AI tools for predictive insights, automating benefits tracking and enhancing data-driven decision-making
- Use AI-enabled dashboards to visualize benefit progress and flag risks or deviations (real time will be beneficial)
Monitor and improve
- Collaborate with business owners and Snr Specialist: Project financial Modeling & Reporting to identify and prioritise relevant tracking metrics and appropriate data sources
- Ensure measures are put in place to monitor and assure value (benefits) derived from portfolio across the whole investment lifecycle
- Provide assurance on alignment of selected component projects to the agreed Benefits (Value) Realisation Strategy and Map, including highlighting any impact identified
- Ensure the cost, benefit analysis data of business cases for projects align to the portfolio benefits map
- Monitor Benefits (Value) Realisation Plans and benefit review schedules, including analyses of variances and initiate corrective actions with the benefit owners
- Ensure value (benefit) owners are in place and the benefits are profiled, communicated, understood and being managed
Manage Information / Reporting:
- Challenging and Supporting Teams: Encouraging project teams to maximise benefit delivery and supporting them in overcoming barriers to realisation
- Monitoring and Reporting: Tracking progress against benefit targets and providing regular updates to senior management.
- Liaise with Snr Specialist: Project financial Modeling & Reporting to develop information management systems and maintain records that provide for the proper evaluation, control and documentation of assigned resources per portfolio.
Engage stakeholders:
- Collaborating with stakeholders to define and agree on expected benefits and ensure alignment with strategic goals
- Engage with internal and/or external stakeholders
- Build and maintain relationships with internal and external stakeholders of projects
Education:
- Bachelor’s degree in Finance, Accounting or Business Science
- Masters/MBA will be an added advantage
- Fluent in English
Certification in -
- SAFe certification is advantageous
- Agile Certified Practitioner (PMI-ACP) or equivalent is advantageous
Experience:
Minimum of 8 years’ work experience, including:
- Executive presence while collaborating with and influencing executives
- Strong verbal and written communication of qualitative and quantitative business cases
- An extensive understanding of financial analysis and modelling of ROI and TCO concepts to justify business cases
- Prior experience in a Financial Management environment would be advantageous
- Strong understanding of Benefits management in a commercial environment is advantageous
- Prior experience in establishing Benefits management framework is an advantage
- Ability to lead effective and engaging meetings
- Working in a large organization
- Worked across diverse cultures and geographies advantageous
- Experience in a telecommunications environment advantageous
